Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN ISSLEIB, SOLE PROPRIETOR
EIN 36-4320302Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$893K assets
Welfare
0
Participants
4
377 E BUTTERFIELD ROAD, SUITE 400 - LOMBARD, IL 60148630-458-7046
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $893K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPHEN ISSLEIB, SOLE PROPRIETOR CASH BALANCE PLAN
CashBalance
Assets$862K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEPHEN ISSLEIB 401(K) PROFIT SHARING PLAN
401k
Assets$31K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN ISSLEIB, SOLE PROPRIETOR CASH BALANCE PLAN | CashBalance | $862K | 2 | 2025 | |
| 001 | STEPHEN ISSLEIB 401(K) PROFIT SHARING PLAN | 401k | $31K | 2 | 2025 |
Retirement plans